CAPTRUST Financial Advisors
UDMY

CAPTRUST Financial Advisors’s Udemy UDMY Stock Holding History

CAPTRUST Financial Advisors’s Portfolio UDMY Stock Details UDMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$79.1K Buy
+17,120
New +$84.4K ﹤0.01% 2842
2025
Q4 		– Sell
-10,006
Closed -$70.1K – 2818
2025
Q3 		$70.1K Buy
+10,006
New +$70.2K ﹤0.01% 2542
2022
Q3 		– Sell
-486
Closed -$5K – 3932
2022
Q2 		$5K Buy
486
+401
+472% +$4.86K ﹤0.01% 4126
2022
Q1 		$1K Buy
+85
New +$1.18K ﹤0.01% 4759

Other funds holding UDMY

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CPIM
Cypress Point Investment Management Mill Valley, California $424M AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WCM
Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCPM
Sea Cliff Partners Management San Francisco, California $194M AUM 8.22% 1-Year Est. Return

CAPTRUST Financial Advisors's UDMY Position: Q1 2026 in Review

CAPTRUST Financial Advisors opened a new position in Udemy (UDMY) in Q1 2026: 17,120 shares worth $79.1K. The stake represents ﹤0.01% of the portfolio and ranks #2842 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in UDMY as recently as Q3 2025.

CAPTRUST Financial Advisors first reported a position in UDMY in Q1 2022 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold UDMY as of Q1 2026.

  • CAPTRUST Financial Advisors held 17,120 shares of Udemy worth $79.1K as of Q1 2026.
  • Udemy was a new CAPTRUST Financial Advisors position in Q1 2026.
  • Udemy made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2842 holding.
  • CAPTRUST Financial Advisors first reported a position in Udemy in Q1 2022 and has held it in 4 quarters since.
  • 194 funds tracked by Wall St. Rank held Udemy as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.